Top Investment Advisors in Greater Philadelphia Area
Elliot EJ Paul
President
Greater Philadelphia Area
President
President
President
President
Vice President | Financial Advisor | Investment Advisor
Harvard Business School
University of Pennsylvania
Recommendations: 13
Entrepreneurship
Small Business
Investments
Portfolio Management
Finance
Marketing
Wealth Management
Financial Services
e****[email protected]
Art Patten
Client Portfolio Strategist
Greater Philadelphia Area
Client Portfolio Strategist
Senior Financial Writer
President and Managing Member
Adjunct Professor
Adjunct Professor
Investment Advisor
Financial Consultant
Personal Trainer and Adventure Guide
Investigation and Risk Management
Villanova University
Emory University
Urbana University High School
Temple University
University of Oxford
Recommendations: 2
Investments
Management
Strategy
Portfolio Management
Financial Services
Finance
Asset Management
Mutual Funds
a****[email protected]
a****[email protected]
Jeffrey CFP
Wealth Manager, Owner
Greater Philadelphia Area
Wealth Manager, Owner
Solicitor, Investment Advisor
Senior Manager
Analyst of funds/managers
Asst VP
Weatherhead School of Management at Case Western Reserve University
Queen's University
IHS
Recommendations: 2
Asset
Institutional
Portfolio Management
Financial Advisory
Comprehensive Wealth...
Investments
Asset Management
Wealth Management
s****[email protected]
j*****@broadhurstfinancial.com
David F. Huting, CFA
Market Investment Director - Senior Vice President
Greater Philadelphia Area
Market Investment Director - Senior Vice President
Adjunct Professor of Finance
Vice President
Senior Investment Advisor
Drexel University
University of Maryland - Robert H. Smith School of Business
Recommendations: 2
Asset Allocation
Public Speaking
Customer Relations
Staff Management
Portfolio Management
Asset Management
Investment Advisory
Diversity & Inclusion
d****[email protected]
Jay Milgrom
Managing Member
Greater Philadelphia Area
Managing Member
Co-Founder & CEO
Founder & CEO
Founder & CEO
Investment Advisor
Investment Advisor
Ithaca College
Recommendations: 2
Start-ups
Telecommunications
Strategic Partnerships
Business Strategy
Entrepreneurship
VoIP
Business Development
Managed Services
j****[email protected]
j****[email protected]
Anthony Parenti
President
Greater Philadelphia Area
President
CPA/Producer
Discussion Leader
Investment Advisor Representative & CPA
Tax Manager
Senior Tax Consultant
Supervising Senior Accountant
Temple University
Villanova University
Recommendations: 1
Accounting
Strategic Financial Planning
Financial Analysis
Financial Reporting
Tax
Due Diligence
Forecasting
Corporate Finance
R. Todd Banks
Investment Advisor / Financial Planner
Greater Philadelphia Area
Investment Advisor / Financial Planner
Owner
Bloomsburg University of Pennsylvania
Recommendations: 1
Personal Financial...
Life Insurance
Property & Casualty...
Health Insurance
Disability Insurance
Long Term Care Insurance
401k Rollovers
Commercial Insurance
r****[email protected]
Elliot Goldberg
Independent Investment Advisor
Greater Philadelphia Area
Independent Investment Advisor
Managing Director
Independent Investment Advisor
President
Rensselaer Polytechnic Institute
Ramapo Senior High
Recommendations: 1
Series 7
Investments
Investment Advisory
Securities
Mutual Funds
Series 63
ETFs
Series 24
e*****@goldata.com
Troy Hottenstein, CFA, CFP®
Financial Advisor
Greater Philadelphia Area
Financial Advisor
Executive Director, Private Banking, Investments
Senior Investment Advisor
Equity Arbitrage
US Equity Arbitrage
Analyst
Princeton University
Souderton area high school
Recommendations: 0
h****[email protected]
Andrew Vitek
First Vice President-Investment Officer
Greater Philadelphia Area
First Vice President-Investment Officer
Vice President
Vice President Investment Officer
Vice President Investment Advisor
Sr. Trader and Market Maker
Recommendations: 0
Private Equity
Fixed Income
Venture Capital
Financial Services
a****[email protected]
Jay Strippoli
Business Consultant
Greater Philadelphia Area
Business Consultant
Business Analyst
Relationship Manager - Portfolio Management
SVP, Investment Director - Philadelphia and Delaware
Senior Vice President, Sr. Investment Advisor
VP, Senior Investment Advisor
Investment Officer
Villanova University
Villanova University
Recommendations: 0
Portfolio Management
Asset Management
Asset Allocation
Investments
Wealth Management
Investment Strategies
Investment Advisory
Alternative Investments
j****[email protected]
Michael DeLorey, MBA, CFP
President
Greater Philadelphia Area
President
Investment Advisor
Branch Manager
Registered Representative
United States Naval Academy
National University
College For Financial Planning
Franklin High School, Franklin MA
Recommendations: 0
d****[email protected]
Patrick Torrey
Managing Director
Greater Philadelphia Area
Managing Director
Director
Director
Investment Advisor
Captain - Infantry Officer
The University of Chicago Booth School of Business
University of Virginia
Recommendations: 0
Investments
Alternative Investments
Relationship Management
Asset Management
Hedge Funds
Equities
Valuation
Investment Strategies
p****[email protected]
Charlie Wermuth
National Sales Director
Greater Philadelphia Area
National Sales Director
Market Executive
Senior Vice President / Regional Sales Manager
Vice President and Managing Director
Vice President / Investment Advisor
Financial Advisor
Rider University
Father Judge
Recommendations: 0
Investments
Financial Services
Finance
Mutual Funds
Securities
Coaching
Wealth
401k
c****[email protected]
Alan M. Rhode, CFP®
Financial Advisor & CERTIFIED FINANCIAL PLANNER™ Practitioner
Greater Philadelphia Area
Financial Advisor & CERTIFIED FINANCIAL PLANNER™ Practitioner
Financial Analyst & CERTIFIED FINANCIAL PLANNER™ Practitioner
Financial Planner & CERTIFIED FINANCIAL PLANNER™ Practitioner
Financial Advisor Associate
Chief Executive Officer
Investment Advisor Representative
Investment Analyst Intern
The American College
Penn State University
Recommendations: 0
a****[email protected]
Patrick Cassidy, CFA
Director of Investment Implementation Oversight
Greater Philadelphia Area
Director of Investment Implementation Oversight
Managing Director of Investments
VP & Sr. Portfolio Manager
Investment Advisor
VP & Portfolio Manager, Investment Advisor
Registered Representative/Business Development/Financial Advisory Services
Trading Floor Manager, Floor broker
Floor broker
Temple University - Fox School of Business and Management
Drexel University
CFA
Recommendations: 0
p****[email protected]
Bruce CFA
Assistant Vice President
Greater Philadelphia Area
Assistant Vice President
Portfolio Administrator / Assistant Portfolio Officer
Vice President, Investment Advisor
Senior Vice President, Market Director of Investments
Senior Vice President, Senior Investment Advisor
Senior Vice President, Wealth Director
Princeton University
Villanova University
Recommendations: 0
b****[email protected]
b****[email protected]
Brad Loizeaux
Investment Advisor Research - Associate
Greater Philadelphia Area
Investment Advisor Research - Associate
Portfolio Assistant
Finance Intern
Institutional Marketing & Client Services
Hofstra University
Hofstra University
Recommendations: 0
Financial Analysis
Microsoft Excel
Team Leadership
Financial Modeling
Alternative Investments
Portfolio Management
Hedge Funds
Morningstar
b****[email protected]
Caroline L. Andresen
Registered Investment Advisor
Greater Philadelphia Area
Registered Investment Advisor
Financial Advisor
Financial Services Professional
Independent Financial Advisor
Credit Analyst, Oslo, Norway
New York University - Leonard N. Stern School of Business
Recommendations: 0
Strategic Financial Planning
Insurance
Financial Services
Series 63
Life Insurance
Wealth Accumulation
Analysis
Finance
c****[email protected]
Michael Gambol
Chief Operating Officer/Chief Compliance Officer
Greater Philadelphia Area
Chief Operating Officer/Chief Compliance Officer
Director - COO/Business Manager - Global Provider Strategy
Director - Chief Administrative Officer - U.S. Wealth Advisory
Director - National Business Manager - U.S. Wealth Advisory/Private Client Group
Vice President - National Sales Desk Manager - U.S. Wealth Advisory
Registered Investment Advisor
Penn State University
Penn State University
Recommendations: 0
Fixed Income
Asset Allocation
ETFs
Hedge Funds
Series 7
Alternative Investments
Mutual Funds
Equities
m*****@comcast.net
Christopher Morello
Investment Advisor
Greater Philadelphia Area
Investment Advisor
President
Underwriting Director
Director of Student Activities
Temple University
Swarthmore College
West Islip HS
Recommendations: 0
Certified Financial Planner
Financial Planning
Personal Finance
Investment Advisory
Investment Strategies
Investments
Executive Compensation
Restricted Stock
c****[email protected]
James Beam
Regional Investment Director - (South Region)
Greater Philadelphia Area
Regional Investment Director - (South Region)
Finance Committee
Vice President (VP) - Sr. Investment Advisor
Vice President (VP) - Sr. Investment Product Specialist
Strategy Consultant
University of Michigan - Stephen M. Ross School of Business
University of Nebraska-Lincoln
Rowan University
Recommendations: 0
Global Investment Management
Risk Management
Strategic Planning
Business Strategy
Relationship Management
Bloomberg Terminal
Factset Analytics
Thomson One Analytics
Scott Lonsdale
Furniture Consultant
Greater Philadelphia Area
Furniture Consultant
Showroom Manager
Brand Central Manager
Investment Advisor Representative
Training Store General Sales Manager
General Sales Manager
Video Buyer & Merchandising Manager
Sales Associate
Sales Associate
Penn State University
Penn State University
Recommendations: 0
l*****@comcast.net
Charlotte Stellwagen
Investment Advisor and Chartered Financial Consultant
Greater Philadelphia Area
Investment Advisor and Chartered Financial Consultant
Financial Advisor
Financial Advisor
Executive Sales
The American College
West Chester University of Pennsylvania
Recommendations: 0
Retirement Planning
Retirement
Estate Planning
Strategic Financial...
Wealth Management
Fixed Annuities
Insurance
Investments
c****[email protected]
s****[email protected]
Juliet Foster
Management Consulting Associate
Greater Philadelphia Area
Management Consulting Associate
Investment Advisor, Assistant Vice President
Associate Investment Advisor
Wealth Management Associate
Home Mortgage Consultant Intern
Structured Finance and Advisory Services Intern
Howard University
University of Houston
Recommendations: 0
Asset Allocation
Wealth Management
Portfolio Management
Investments
Investment Management
Securities
Alternative Investments
Investment Strategies
j****[email protected]
Blake C. Lane, Sr
AVP, Bank of America Merchant Services
Greater Philadelphia Area
AVP, Bank of America Merchant Services
Senior Marketing Associate
Managing Partner
President/CEO
Outbound Sales
Medicare Plan Solutions Broker
Insurance Manager & Marketing Specialist
Vice President/Investments
Insurance Producer
Sr Investment Advisor
Floor Specialist
Sales Assistant/Cold Caller
Penn State University
Recommendations: 0
b****[email protected]
Frances Nicoletti
Financial Advisor
Greater Philadelphia Area
Financial Advisor
Investment Advisor Representative
Financial Advisor
Office Manager
Bloomsburg University of Pennsylvania
Recommendations: 0
Finance
Investments
Financial Planning
Retirement Planning
Financial Analysis
Strategic Financial...
Mutual Funds
Asset Management
f****[email protected]
Frederick Arthur
President/Insurance and Investment Advisor
Greater Philadelphia Area
President/Insurance and Investment Advisor
Network Marketing Professional
Economic Advisor/Asst Director of Economic Development
Financial Services Professional
Rutgers, The State University of New Jersey-Camden
Cumberland County College
Recommendations: 0
Comprehensive Personal...
Financial Services
Entrepreneurship
Strategic Financial...
Small Business
Insurance
Budgets
Mutual Funds
f****[email protected]
Jason R. Watson
Owner
Greater Philadelphia Area
Owner
Advanced Advisor Group
General Agent
Investment Advisor Representative, Registered Representative New England Securities
Partner
Villanova University
Recommendations: 0
Wealth Management
Strategic Financial...
Mutual Funds
Investments
Securities
Insurance
Retirement
Retirement Planning
j****[email protected]
Clark Stossel
Senior Portfolio Manager, Vice President
Greater Philadelphia Area
Senior Portfolio Manager, Vice President
Investment Advisor, Vice President
Senior Wealth Manager
Assistant Vice President
West Virginia University
Recommendations: 0
Series 7
Investments
Series 66
Private Wealth Management
Wealth Management
Securities
Alternative Investments
Portfolio Management
c****[email protected]
Ken Hartley
Partner, Business Consulting
Greater Philadelphia Area
Partner, Business Consulting
Partner, Business Consulting
President, Investment Advisor
La Salle University - School of Business Administration
La Salle University
Harvard Business School
Recommendations: 0
Series 65 Licensee , Registered Investment Advisor
Family Investment Stewart for over 40 years
Management
Customer Service
Leadership
Business Strategy
Strategic Planning
